---
title: "How to Use the Promotions Module"
canonical: "https://resources.shelvz.com/space/KB/247496705/How%20to%20Use%20the%20Promotions%20Module"
format: markdown
---
## **Promotions Module**

### 🎯 **Objective**

The **Promotions** module ensures effective execution and compliance of in-store promotional initiatives, whether seasonal, tactical, or permanent. It allows you to track, validate, and analyze promotion implementation, providing full visibility into performance. With these insights, you can identify missed opportunities, optimize execution, and maximize impact at the point of sale.

### 📘 **Instructions**

#### **Step 1: Enable the Module**

Ensure the **Promotions **module is enabled in the **Access** **Rights**.

Next, provide access to admins and field reps’ accounts to the module from **Access** **Rights** > **Groups.**

1. **Portal Level:** Enable for admins.
2. **Mobile App Level:** Enable for field reps.

####  **Step 2: Configure the Module**

1. Go to the **Merchandiser** page, click on the **Promotions** tab in the left-hand menu to reveal the sub-menu, and click **Setup**.
2. Setup the **Display Type: **
  - Switch to the **Display Type** tab.
  - Click on the + button.
  - Fill in the required details.

**Examples** are Island Display, Pallet, Pyramid, etc.

3. Setup the **Display Size:**
  - Switch to the **Display Size **tab.
  - Click on the + button.
  - Fill in the required details.

**Examples** are Full Aisle, Gondola, 2x2, etc.

4. Setup the **Reason:**
  - Switch to the **Reason** tab.
  - Click on the + button.
  - Fill in the required details.

> 📝 If an availability type is set to **Yes**, the reason will only appear when the field rep selects **Yes** during the audit. If set to **No**, it will only appear when **No** is selected.

![Promotions - Prelim Setup 12.3.mov](media://65d18129-ee3e-4ee2-9d80-2cee07b8659e)

5. Setup the **Initiative**:
  - Switch to the **Initiative** page.
  - Click on the + button.
  - Fill in the required details.

> 📝 Refer to the **Field Description **for more information on the required fields.

6. Setup the **Promotions:**
  - Add **Promotions** manually:
    - In the **Initiative** tab, click the **Settings** icon of the desired initiative.
    - Switch to the **Display** tab.
    - Click on the + button to add a new **Initiative** **Display**.
    - Switch to the **SKU **tab.
    - Click on the + button to add the desired SKUs under the promotion (optional).
    - Switch to the **Promotion** page.
    - Click on the + button to add a new **Promotion**.
    - Fill in the required details.
  - Update the **Promotions **manually:
    - Click on the **Edit** icon next to the created item.
    - Update the information.
  - Add **Promotions **in bulk**:**
    - Switch to the **Promotion** page.
    - Click on the upload button.
    - Select **Add**.
    - Download the **template**.
    - Fill in the required information.
    - Upload the file.
    - Select **Add** **Missing** **Data** if you’re adding additional items or **Replace** **All** if you need to delete all previously uploaded items and add the new ones from the uploaded sheet.
  - **Update** **Promotions **in bulk**:**
    - Click on the upload button.
    - Select **Update**.
    - Download the **template**.
    - Update the required information.
    - Upload the file.
  - **Clear** **Promotions **in bulk**:**
    - Click on the upload button.
    - Select **Clear**.
    - Download the **template.**
    - Update the required information.
    - Upload the file.

![image](media://82c869bb-ac68-482e-b873-efe0c19f4732)

![Promotions - Bulk ADd Update Clear 10.3.mov](media://cf817172-ee2c-4bef-832f-7960cb0af406)

> 📝 - **From/To Date** cannot be set earlier than the defined dates within the Initiative.
> 📝 - When importing promotions in bulk, you can choose where the promotion will be active based on its coverage. For country-wide promotions, define only the **Country** column on the setup template to apply the promotion to all branches in that country. The same applies to **Region**, **City**, and **Store** levels, automatically activating the promotion in all branches under the selected scope.
> 📝 - The **greyed-out** columns should **not be modified** in the **Update** and Clear templates.

> ⚠️ **Clearing the Promotions data will remove the audit data previously collected by the field reps during their visits.**

#### **Step 3: Configure the Settings (Optional)**

- Click on the **Settings** page under the **Promotions** tab.
- Enable the settings based on your preference according to the below:
  - **Add the built condition to the promotion image caption when exporting zip files:** When enabled, the built condition is included in the image caption when exporting the images in the zip file.
  - **Promotion images not required if audit is Yes: **When enabled, promotion images are **not** required when the promotion is audited as **Yes**.

> 📝 By default, promotion images are required when the promotion is audited as **Yes**.

- Navigate to the Access Group and edit the **Field Reps’ Access Group**:
  - **Audit all required company promotions in the Promotions module before submitting the visit: **If disabled, the field rep can submit the visit without auditing any promotions, even if some are required. If enabled, the user must complete all required promotions only if they audit at least one.

#### **Step 4: Configure the Mobile App**

> 📝 In the **Promotion Reports**, the **Built On Date** is determined by the first **Yes** audit recorded by the field rep for a particular promotion, while the **Removed On Date** is determined by the first **No** audit recorded after the promotion is built.

## **Field Descriptions**

| **Field Name** | **Description** |
| --- | --- |
| **Reason Required** | Define whether the field rep must select a reason when auditing a promotion. |
| **Reason Single Select** | Define whether the field rep can select only one reason or multiple reasons when auditing a promotion. |
| **Required** | Defines whether the promotion must be audited by the field rep. |

> Macro (excerpt)
> 
> The **Promotions** module helps you track, validate, and analyze promotion implementation, providing full visibility into promotional performance.